Profile PicturePaul Michael

Bank Holding Reconciliation Notion Template

$25
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I have created this Notion template to help those wishing to create a simple Bank/Holdings/Custody Reconciliation, using Notion, and at minimal cost.

The Reconciliation is one of an Asset Holder who wants to ensure that their Stock/Securities holdings are the same as that reported by their Custodian/Broker/Service provider.

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Notion Bank Reconciliation Template helps automate Security Reconciliations at minimal cost.

Instruction video
Full Reconciliation Workflow
Specific to Security Holdings
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$25

Bank Holding Reconciliation Notion Template

0 ratings
Add to cart